I Tested the Top 38 Dividend ETF's! SCHD, VIG, DGRO & More!

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  • เผยแพร่เมื่อ 15 ธ.ค. 2024
  • In this video I am breaking down my comprehensive review of 38 Different Dividend ETF's over the past 1, 5 and 10 years. Dividend Yields from 1% up to over 5%. The dividend results are surprising.
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    Schwab Dividend Equity ETF (SCHD)
    Vanguard High Yield Dividend ETF (VYM)
    VIG Vanguard Dividend Appreciation ETF
    SCHD Schwab US Dividend Equity ETF
    VYM Vanguard High Dividend Yield Index ETF
    DGRO iShares Core Dividend Growth ETF
    SDY SPDR S&P Dividend ETF
    DVY iShares Select Dividend ETF
    FNDX Schwab Fundamental US Large Co. Index ETF
    DGRW WisdomTree US Quality Dividend Growth Fund
    NOBL ProShares S&P 500 Dividend Aristocrats ETF
    FVD First Trust Value Line Dividend Index Fund
    HDV iShares Core High Dividend ETF
    RDVY First Trust Rising Dividend Achievers ETF
    SPYD SPDR Portfolio S&P 500 High Dividend ETF
    PRF Invesco FTSE RAFI US 1000 ETF
    CGDV Capital Group Dividend Value ETF
    IDV iShares International Select Dividend ETF
    FDL First Trust Morningstar Dividend Leaders Index Fund
    DLN WisdomTree U.S. LargeCap Dividend Fund
    DON WisdomTree U.S. MidCap Dividend Fund
    #dividendetf #dividendstocks #schd

ความคิดเห็น • 286

  • @AverageJoeInvestor
    @AverageJoeInvestor  10 หลายเดือนก่อน +106

    **IMPORTANT UPDATE -- Confirmed Issue with PRF. Yahoo! Finance data DID correctly adjust price due to the 2023 5:1 SPLIT but the dividends are off. PRF is no longer the best based on the DATA. All other DATA is correct. MY APOLOGIES for the Issue! As a measure of good faith, here is a Google Sheets copy of the Spreadsheet for you to review.**
    docs.google.com/spreadsheets/d/1bUw1URiCewcSRQBkc8iennSjBSWkRILkz95LDub_1Ss/edit?usp=sharing
    Click this link to get up to 15 free stocks from moomoo U.S when you make a qualified deposit! Terms & Conditions Apply: j.moomoo.com/00mF4L

    • @pgra7345
      @pgra7345 10 หลายเดือนก่อน +21

      Please pause, replace, or delete this video as the calculated error on PRF is huge. Not everyone will back test PRF or read the comments. Thanks again for your follow through by removing incorrect information / content.

    • @absurdnerd7624
      @absurdnerd7624 10 หลายเดือนก่อน +17

      It takes a real great person to publicly say that they were wrong. Much respect for you young fellow. Wishing you continued success with everything.

    • @cryptogrrls
      @cryptogrrls 10 หลายเดือนก่อน +4

      Thanks are you going to redo that portion? Please repost

    • @pioneer7777777
      @pioneer7777777 9 หลายเดือนก่อน +1

      Do the end portfolio values take into account the fees? Like TDIV, the highest non error portfolio value in the 10 year test has a 0.5% fee. So that's $125 from the first year, so that's about $1500 at least in fees over time that are then not reinvested. Hard to tell if that's reflected here or not.

    • @ebrahimhabib477
      @ebrahimhabib477 7 หลายเดือนก่อน +2

      Thanks Joe

  • @henrymitchell9717
    @henrymitchell9717 3 หลายเดือนก่อน +125

    I own SCHD. I also own individual stocks that I collect dividends and sell covered calls on.

    • @larrydimon7811
      @larrydimon7811 3 หลายเดือนก่อน +5

      Keep it going! I am at 2.25 mil. Biggest positions VOO, VTI, SCHD, VYM, and now looking to build up DRGO. I got $48,800 divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. I still have 5 years or so until retirement and I sleep well at night.

    • @Couchlnvestor
      @Couchlnvestor 3 หลายเดือนก่อน

      SCHD has one year return about 3.5%, plus the 3.5 yield. Very underwhelming. Let me help you. JEPQ, JEPI, SVOL. You're welcome.

    • @larrydimon7811
      @larrydimon7811 3 หลายเดือนก่อน +3

      I like my money, like diabetes slow and steady! I am already retired and lucky for me, my F.A believes in investing for income. So I do have a check coming every month, my draw on my dividends

    • @ShelleyfromCali
      @ShelleyfromCali 3 หลายเดือนก่อน

      Hi, I am trying to get an advisor for guidance but it's harder than you think. I am a doctor and the field of finance is not that close to me so far, but I am eager to bridge that gap. Starting with ETFs is my goal but with so many to pick from it's confusing the majority of the time. Do you know if your advisor is willing to consult with clients in other geographical areas?

    • @larrydimon7811
      @larrydimon7811 3 หลายเดือนก่อน +1

      Oh very well then, conducting due diligence on *Lina Dineikeine* should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality. Good woman!

  • @st.charlesofaberdeen154
    @st.charlesofaberdeen154 10 หลายเดือนก่อน +223

    Some of y'all are really rude when it comes to his mistake on the dividend ETF PRF....chill.... you're getting free research without any work. Be grateful.❤

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +15

      THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @dogelife7901
      @dogelife7901 10 หลายเดือนก่อน +4

      This is the only comment I've seen that is rude. The other were respectful. -Respectfully.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +4

      @@dogelife7901 I’m always open to feedback, especially when I make a mistake. Thanks for weighing in!

    • @absurdnerd7624
      @absurdnerd7624 10 หลายเดือนก่อน +2

      I have not made any rude comments on this video, except for scammers.

    • @st.charlesofaberdeen154
      @st.charlesofaberdeen154 10 หลายเดือนก่อน +3

      @@dogelife7901 the author of the video didn't think my comment was rude and in reality that's the only opinion that matters and if your feelings are hurt then you werel probably guilty of being rude. Guilty as charged.

  • @ds.sabujsarder4234
    @ds.sabujsarder4234 10 หลายเดือนก่อน +32

    Schd is a core position for me. Can’t wait for it to pay all my bills years from now.

    • @roseymalino9855
      @roseymalino9855 2 หลายเดือนก่อน +1

      Time changes things. Things change fast in the stock market. Don't count on SCHD 'years from now' or any other investment even 6 months from now. Be vigilant.

  • @godcountry7932
    @godcountry7932 10 หลายเดือนก่อน +25

    This is by far one of the best spreadsheet setups I have seen so far. Got me thinking in a whole new direction from an analysis perspective. Much appreciated.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      Glad it was helpful! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @DuffyJ1111
    @DuffyJ1111 10 หลายเดือนก่อน +33

    I'm sticking with SCHD since I'm a fairly new investor. Adding a couple shares a month when I can.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +5

      I like it!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 5 หลายเดือนก่อน +136

    My aunt passed and I inherited some of her portfolio and cash savings, I’m 51 with about 400k cash in savings and as usual everybody’s preaching invest, so what stocks are a good long term buy, only major purchase I intend to make is buying a home in 5years from my returns

    • @kevinmarten
      @kevinmarten 5 หลายเดือนก่อน +1

      Lucky you, I’d buy a lot of tech stocks and Dividend portfolios with that.

    • @Jamessmith-12
      @Jamessmith-12 5 หลายเดือนก่อน +1

      Don’t come to TH-cam looking for TH-cam advise, instead contact a fiduciary for proper guidance.

    • @JacquelinePerrira
      @JacquelinePerrira 5 หลายเดือนก่อน +1

      Same, I just use TH-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own.

    • @kevinmarten
      @kevinmarten 5 หลายเดือนก่อน +1

      How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

    • @JacquelinePerrira
      @JacquelinePerrira 5 หลายเดือนก่อน

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @tracystrombotne2855
    @tracystrombotne2855 10 หลายเดือนก่อน +7

    I really appreciate you adding the lump sum, not reinvesting dividends!

  • @davidriester8451
    @davidriester8451 8 หลายเดือนก่อน +3

    Appreciate all the work you put into making this!

  • @TortoiseInvesting
    @TortoiseInvesting 10 หลายเดือนก่อน +11

    Dividend ETF investing is the way to go! I hold a good bit of SCHD and look forward to dripping and dcaing for years to come!

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      AWESOME! THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @o0usf0o
      @o0usf0o 10 หลายเดือนก่อน +2

      Schd is a core position for me. Can’t wait for it to pay all my bills 25 years from now.

    • @djayjp
      @djayjp 10 หลายเดือนก่อน +2

      Good way to underperform vs S&P 500!

    • @evanspiteri3576
      @evanspiteri3576 10 หลายเดือนก่อน +2

      @@djayjp lmao but it'll retire you faster if it keeps up its dividend growth. And it's held its own well against the s&p over the years...

  • @LadyGaonouu
    @LadyGaonouu 10 หลายเดือนก่อน +5

    Thanks! Great video!

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      WOW! Thank you so much! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @Biergeliebter
    @Biergeliebter 10 หลายเดือนก่อน +5

    Thanks for this. I'm feeling validated. PEY and SPYD are on my short list for my mom after doing research for her and they ranked well in a few areas.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      Awesome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @loakland2773
    @loakland2773 10 หลายเดือนก่อน +11

    Great job Joe...Love this series of reviews of various ETF's.... Would you consider investing in several dividend ETF's to blend together. Yes, I realize there would be overlap but have been considering. I currently hold DIVO, SCHD, DGRO... Considering picking up DGRW and SCHG for another account as well.... Thanx again for your quality work....

  • @awakenedmind9943
    @awakenedmind9943 4 หลายเดือนก่อน +4

    Should of had JEPQ on here. 9.8% div with monthly payout and the stock price appreciates as well?

    • @CamronPR377
      @CamronPR377 3 หลายเดือนก่อน +1

      That's a covered call etf. He has videos on those already.

    • @awakenedmind9943
      @awakenedmind9943 3 หลายเดือนก่อน

      @@CamronPR377 QYLD is a covered call ETF also. Its an at the money CC And he has done videos on that one also but I haven t seen any on JEPQ. I will see if I can find one but would love a comparison.

  • @sdrs95a
    @sdrs95a 10 หลายเดือนก่อน +2

    At 9:44 on the video, DGRW finishes 5th. Looking at the top 5 ETFs at 9:44, DGRW has a much higher (better) Sharpe Ratio for 3, 5, & 10 years vs the 4 ETs above it. DGRW is great for portfolio growth risk/reward, return/standard deviation. DGRW is solid dividend growth w/ long term returns, with below average risk. I own it in my taxable brokerage acct, it is also good in non-taxable accts.
    None of these pay much in dividends,, if you are retired, better to own for dividends: JEPQ, SVOL, STK, ADX, SPYI, QDPL, etc.

  • @dominiquetheeasyminimalist
    @dominiquetheeasyminimalist 10 หลายเดือนก่อน +5

    Oh, surprising results! Thank you so much for your valuable content. I don't know if you're on your travel journey with your family, but if you are I wish you safe and happy travels! 🙂

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      Not yet! Leaving June 2024! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @Markscott412
    @Markscott412 5 หลายเดือนก่อน +89

    Hi, I started my 250k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education! Will this provide solid cashflow?

    • @Williamjame444
      @Williamjame444 5 หลายเดือนก่อน +1

      Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?

    • @AndreaRoberto-wm3th
      @AndreaRoberto-wm3th 5 หลายเดือนก่อน +1

      keep acquiring! I'd suggest you consider financial advisory at this point in time, remember you are in for the long haul

    • @jackwillison177
      @jackwillison177 5 หลายเดือนก่อน +3

      I agree, while balancing your portfolio allocations. I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

    • @vivianlucy141
      @vivianlucy141 5 หลายเดือนก่อน

      I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @jackwillison177
      @jackwillison177 5 หลายเดือนก่อน

      Well, I chose Melissa Elise Robinson as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification. You should look her up

  • @BunkerBrawler
    @BunkerBrawler 10 หลายเดือนก่อน +3

    Tbis is awesome stuff! Thanks for posting. Would definitely be interested in a video about RAFI in the future.

  • @striderisefinance
    @striderisefinance 10 หลายเดือนก่อน +7

    great video Joe! Next time you can include DIVB in your list of Dividend ETF's ..the cheapest dividend ETF out there (0.05% ER) and very under-appreciated!

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      Great suggestion! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @jdomsmith
    @jdomsmith 10 หลายเดือนก่อน +9

    30% of my portfolio is SCHD, 30% is VTI, and 30% of my portfolio is an equal weight of 10 dividend ETFs: VIGI, VYMI, EFAD, SCHY, VYM, VIG, DIVO, DGRO, DGRW, and SPYD. 10% BRK.B to round things out. Took a long time to settle with this portfolio.

    • @ThomasCandy-dv1hu
      @ThomasCandy-dv1hu 6 หลายเดือนก่อน

      Looks like a great portfolio

  • @mvj1960
    @mvj1960 10 หลายเดือนก่อน +7

    I have SCHD and DIVO for growth (inflation edge reinvesting dividends) and for income I have JEPI, JEPQ and RYLD (living off dividends). I'm going to research TDIV because I may replace RYLD (great income but losing in the capital appreciation). I have thought of RYLD as an annuity but I really need the income because I haven't filed for social security yet. Trying to wait until 2027 when I turn 67. Any thoughts on a replacement for RYLD?

  • @HowHingPau
    @HowHingPau 10 หลายเดือนก่อน +20

    In regards to PRF, looking at it in Seeking Alpha's Dividend History, there's a little marker noting a 5-for-1 split on 7/16/2023. Perhaps that is what is skewing your data.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +6

      very interesting ... Yahoo! data should reflect this in the price/share BUT it's possible that it didn't. THANKS! THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +6

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

  • @patrickobrien2930
    @patrickobrien2930 10 หลายเดือนก่อน +5

    Great video! Always enjoy your analysis...put a nice lump sum in schd at 67....want to keep it long term, I have some money on the sideline....what's a great dividend ETF to compliment SCHD? This is in a taxable account....thanks again for your hard work!

  • @inquisitvem6723
    @inquisitvem6723 9 หลายเดือนก่อน +7

    VOO or VTI, SCHD, and BRK-B is all you need to sock in each month. No need to waste time on anything else.

  • @Felikios
    @Felikios 7 หลายเดือนก่อน

    Definitely worth a comment for.mometisation.
    Whoever got on the ptf train had great returns.
    I have just started this amazing journey. Chose SCHD... :)

  • @xavier_lucas
    @xavier_lucas 10 หลายเดือนก่อน +202

    Is the stock market actually getting better or is this the regular end of year market manipulation to entice new investors, I'm currently sitting on an inheritance of 300k and i'm wondering do I invest in stocks or Gold?

    • @BenRovello
      @BenRovello 10 หลายเดือนก่อน +1

      Even while $300k mightt seem like much, one bad decision might seriously deplete it. As such, exercise extreme caution in where and how you invest. It is advisable to diversify while retaining 70-80% in secure investments. Along with your budget, you should think about financial advising.

    • @AadhilaEesha
      @AadhilaEesha 10 หลายเดือนก่อน

      Its unclear which stocks and sectors will lead the market in the next uptrend. Stay away from rebalancing if you do not have guidance from a plannner and investment strategist. My finances have been in order since I got a wealth planner like Monica Mary Strigle working with/for me.

    • @xavier_lucas
      @xavier_lucas 10 หลายเดือนก่อน

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

    • @AadhilaEesha
      @AadhilaEesha 10 หลายเดือนก่อน

      The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

    • @xavier_lucas
      @xavier_lucas 10 หลายเดือนก่อน

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @CaptainProx
    @CaptainProx 10 หลายเดือนก่อน +5

    While a lot of people are debunking the effectiveness of PRF, I think DGRO is the most well rounded Dividend ETF
    Out of these ETFs it specializes a bit more into long term Capital Gain, but while it isn’t THE top for Capital Gain on this list, it has a considerably higher dividend income than almost all of the ETFs above it
    It’s also worth noting that it specializes in Dividend GROWTH. It’s never missed a year of dividend growth or payment, and dividend growth is often considered the most important part of Dividend investing for most people.
    I’ve chosen to pair DGRO with QQQ and SCHD

  • @BKNAM
    @BKNAM 4 หลายเดือนก่อน +1

    I love your videos, they are very informative. Can you show some examples of the returns of smaller accounts for us average Joe's that don't have 25 or 50 K.

  • @edschwab2912
    @edschwab2912 5 หลายเดือนก่อน +1

    Thank you for all your work. It is most helpful. I will broaden my selection based on your efforts. --Ed

  • @Fernando-of4cz
    @Fernando-of4cz 5 หลายเดือนก่อน +1

    Where is the link to download the spreadsheet. If I can download it, eliminate PRF it would allow me to reach my own conclusions.

  • @Yesthatisme14
    @Yesthatisme14 10 หลายเดือนก่อน +2

    If the dividend is that low, why dont just invest in a s&p 500 etf? They have almost the same yield but low expense ratio. Am I missing something here?

  • @bossballheaddawg2588
    @bossballheaddawg2588 10 หลายเดือนก่อน +3

    Great job!!! Just curious was Fdvv included? I’m assuming it was and just didn’t make the cut..

    • @o0usf0o
      @o0usf0o 10 หลายเดือนก่อน

      It’s on there… Fdvv is great! Its done really well in the last year with its exposure to tech

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      Yes it was! It's in there if you look for it. THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @jimjames5612
    @jimjames5612 2 หลายเดือนก่อน

    Awesome Analysis, THANK YOU !

  • @TheRajeshAlagh
    @TheRajeshAlagh 3 หลายเดือนก่อน

    Fabulous video..kudos for the stupendous effort.. really appreciate 👍

  • @chuckschneider5625
    @chuckschneider5625 4 หลายเดือนก่อน

    What are you using to backtest these dividend stocks? Software or manual backtest with excel? Where are you getting historical and dividend data from?

  • @leetzod
    @leetzod 10 หลายเดือนก่อน +1

    great video! Thanks for sharing and always learning something new.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      My pleasure! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @stl0555
    @stl0555 10 หลายเดือนก่อน +1

    Love this format!

  • @ADAdams-wn1nc
    @ADAdams-wn1nc 10 หลายเดือนก่อน +1

    Thank you for another eye opening video for retirees.

  • @newenglandnomad9405
    @newenglandnomad9405 10 หลายเดือนก่อน +3

    I really like your recent "money ball" statistical non emotional style best of the best videos. Thank for the efforts and education! I'd still like a top 5 reits, top 5 monthly div payers, top 5 etf div, top 5 bdc stocks ultimate stock portfolio with the lowest possible price volatility, in your educated opinion.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @Aziz__0
    @Aziz__0 10 หลายเดือนก่อน +5

    With nearly half of my stock holdings in a tech stock at an all-time high, I've sold and now have around $400k. Considering potential inflation, should I invest in ETFs or wait for a market correction?

    • @Natalieneptune469
      @Natalieneptune469 10 หลายเดือนก่อน +1

      Look up dividend aristocrats. Pick six to ten from that list. Those companies have a track record of 25+ years of paying dividends. Also, its advisable you work with a financial advisor to help set up a well-structured portfolio.

    • @c.o.l.ek500
      @c.o.l.ek500 10 หลายเดือนก่อน +2

      Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m.

    • @wellsHannahh
      @wellsHannahh 10 หลายเดือนก่อน

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @c.o.l.ek500
      @c.o.l.ek500 10 หลายเดือนก่อน +4

      I work with "Natalie Ann Brinkman" as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

    • @wellsHannahh
      @wellsHannahh 10 หลายเดือนก่อน +1

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @lyndapham4022
    @lyndapham4022 2 หลายเดือนก่อน

    My husband & I are both in our early 50’s and have just gotten completely out of debt finally. I started a ROTH for us each this year and bought SCHD in my account and SWPPX in his. Hopefully we can contribute max each year for the next 15 years when we hit 67. Does anybody have any suggestions for us? Thank you so much and thank you so much for this very helpful video!

  • @hansschotterradler3772
    @hansschotterradler3772 10 หลายเดือนก่อน +1

    I like RDVY's metrics; unfortunately its holding are over 40% financials.
    I started nibbling a CGDV. It's a newer fund, but it has beaten the S&P in a down year (2022) and an up year (2023).

  • @mcvein355
    @mcvein355 10 หลายเดือนก่อน

    Thanks for this this was great info I don't see much on pey I like the etf. I would like the see a video with this same sheet with growth etfs and what one is the best.

  • @Pierceb2
    @Pierceb2 10 หลายเดือนก่อน +5

    I think you should take this video down and correct your error and correct your data and then if you like repost the corrected version.
    If I had not read the comments on a first look basis Some viewer might act on it without doing other due diligence.

  • @ANTHONY1983--
    @ANTHONY1983-- 10 หลายเดือนก่อน +5

    Very interesting video. I personally hold SCHD and DGRO on that list

  • @nerenahd
    @nerenahd 8 หลายเดือนก่อน

    Thanks for the great video. Just one question Where is DIVO though? It´d be cool to see how it stacks up against these.

  • @zootzoot7466
    @zootzoot7466 10 หลายเดือนก่อน +1

    Thanks for the update stuff happens
    How accurate is portfolio visualizer?

  • @watso059
    @watso059 10 หลายเดือนก่อน +2

    Based on those results, which do you like average Joe?

  • @mandilmalla7491
    @mandilmalla7491 4 หลายเดือนก่อน

    Hi your video was great and i am new to investing, so i am a bit confused in portfolio balance column, does it mean including the dividend plus the investment made plus the growth in share price of investment too?

  • @MianoraStonecrow
    @MianoraStonecrow 10 หลายเดือนก่อน +7

    I know you probably will never do this, but i'm just going to leave this here: It would be SO GREAT, if you would do one of these dividend focused analysis videos for all the European Investors out there, who can not easily grab the awesome US ETFs. Which ones actually do not suck too much and are good investments for us in the EU.I personally have been researching for months and months now and have not come to a solid conclusion for me as a dividend investor. Things would be easier as a non-dividend focused investor, for sure.

  • @darnellcapriccioso
    @darnellcapriccioso 3 หลายเดือนก่อน +134

    My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows.

    • @richardhudson1243
      @richardhudson1243 3 หลายเดือนก่อน +3

      The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.

    • @ChadRoberts-x6i
      @ChadRoberts-x6i 3 หลายเดือนก่อน +1

      Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.

    • @maiadazz
      @maiadazz 3 หลายเดือนก่อน +1

      pls how can I reach this expert, I need someone to help me manage my portfolio

    • @ChadRoberts-x6i
      @ChadRoberts-x6i 3 หลายเดือนก่อน +1

      Annette Marie Holt is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @EmilyMoore-n7n
      @EmilyMoore-n7n 3 หลายเดือนก่อน +1

      I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.

  • @MarkHerndon
    @MarkHerndon 2 หลายเดือนก่อน

    One thing I did not hear you factor in was SCHD being a preferred dividend. I would be interested to see bottom line profits after taxes. I would guess that PRF is not a preferred dividend.

  • @porpor4602
    @porpor4602 8 หลายเดือนก่อน

    Thank you so much for sharing this valuable information!

  • @disco4535
    @disco4535 10 หลายเดือนก่อน +2

    Incredible work!!

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      Thanks a lot! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @cryptogrrls
    @cryptogrrls 10 หลายเดือนก่อน +4

    Wow, PRF man! I'd never even heard of it before, thank you!

  • @JohnsFishTales
    @JohnsFishTales 10 หลายเดือนก่อน +2

    So how are you investing your own money based on the research and back testing you’re doing?

  • @thaisgoodwin3851
    @thaisgoodwin3851 10 หลายเดือนก่อน +3

    Great video! Thank you!

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      Glad you liked it! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @djayjp
    @djayjp 10 หลายเดือนก่อน +2

    TR of SPY still higher than PRF (but yeah the latter is supposed to have a higher yield for income investors).

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      agreed. THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @killersentra
    @killersentra 10 หลายเดือนก่อน +2

    Someome must like your video Joe. Price jumped $2.00

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      LOL, THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @mike-fq4th
    @mike-fq4th 10 หลายเดือนก่อน +1

    I’m assuming they are but all outcomes were based on the Expense ratio being applied as well?

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      Correct. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @leadingworld
    @leadingworld 10 หลายเดือนก่อน +2

    Great content.
    If only you make an episode about canadian stocks and ETF's

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      THANK YOU for the feedback and suggestion. Not sure I'll do that but still a takeaway. =) THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @arvendel2148
    @arvendel2148 10 หลายเดือนก่อน +9

    Your PRF values are wrong due to the stock split! Please correct it urgently before someone else buys the ETF based on your incorrect data.

    • @Ivan-tx3ji
      @Ivan-tx3ji 10 หลายเดือนก่อน

      Dividend yield is only 1.8%

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +2

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @Ivan-tx3ji
      @Ivan-tx3ji 10 หลายเดือนก่อน +1

      @@AverageJoeInvestor ok no problem. Thanks for following up. It least it was caught

  • @catcat7835
    @catcat7835 9 หลายเดือนก่อน

    You should take in account management fees, inflation and stability of both dividends and capital growth.

  • @MGmirkin
    @MGmirkin 10 หลายเดือนก่อน

    What about sector ETFs like tech / semiconductor ETFs, or healthcare, or building?
    Particularly interested in tech / semi, as they seem to have been generally exploding over the last decade or so:
    I'm thinking stuff like XLK, SMH, ROM, USD, etc.
    I know their "dividends" can be a bit variable / spotty, but their growth / capital appreciation seems pretty amazing... Yeah?
    If we're just looking for total portfolio value growth over the long term, it seems like some of them are pretty heavy-hitting.
    Granted, since their dividends are spotty, maybe they're not the most reliable on that front? But, if one were to buy "growth" type stocks long-term, and then switch over to "dividends" / "income" at the end, would one be better off than had one simply thrown in with dividends over the long term? Who'd come out ahead in the end? Also, granted, no guaranteed that tech/semi will be "hot" in another 10-20 years [though, no guarantee it won't still be]. So, there's maybe the issue of it being a bubble of sorts, and the possibility that the growth might not last forever, or might back-track as some unforeseen point in the future [when you need to transition from "growth" to "income"?]...

  • @Level87-19
    @Level87-19 7 หลายเดือนก่อน

    SCHD , VIG , DGRW , DGRW are my best ones

  • @Prachka1
    @Prachka1 7 หลายเดือนก่อน

    Enlighten me please, as to why 5 for 1 split makes PRF is a bad etf? Dividend hasn’t changed and overall portfolio value stayed the same.

  • @jollama
    @jollama 10 หลายเดือนก่อน +4

    I’ve been placing my faith into VYM and SCHD, might throw in VIG for fun

  • @jeddesselle2611
    @jeddesselle2611 10 หลายเดือนก่อน

    If DGRW had a little higher dividend, it would be the perfect ETF. Good growth and a monthly paying dividend.

  • @robjones3482
    @robjones3482 10 หลายเดือนก่อน +1

    @AverageJoeInvestor love your videos and content. This video was particularly interesting because I think there's a lot of runway for dividend stocks to grow when the Fed starts to reduce interest rates. How do you think this future environment in which the Fed will cut rates will impact the future results in terms of capital appreciation and overall performance of these ETFs? My initial thoughts are ETF's like SPYD or SCHD will perform better as many of the holding are more interest rate sensitive. Thoughts???

  • @lennoxmutterick6434
    @lennoxmutterick6434 2 หลายเดือนก่อน +219

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

    • @Donnafrank-k6e
      @Donnafrank-k6e 2 หลายเดือนก่อน

      Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

    • @lennoxmutterick6434
      @lennoxmutterick6434 2 หลายเดือนก่อน

      @@Donnafrank-k6e However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

    • @Donnafrank-k6e
      @Donnafrank-k6e 2 หลายเดือนก่อน

      @@lennoxmutterick6434 Oh please I’d love that. Thanks!.

    • @lennoxmutterick6434
      @lennoxmutterick6434 2 หลายเดือนก่อน

      @@Donnafrank-k6e Clementina Abate Russo is her name.

    • @lennoxmutterick6434
      @lennoxmutterick6434 2 หลายเดือนก่อน

      Lookup with her name on the webpage.

  • @tessjones5987
    @tessjones5987 10 หลายเดือนก่อน

    I really. want to understand if you do a lump sum what is the outcome. Thank you.

  • @lostboi3974
    @lostboi3974 10 หลายเดือนก่อน +2

    7-9 shares of SCHD per week baby . 139 so far

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      AWESOME!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @mjs28s
    @mjs28s 10 หลายเดือนก่อน +8

    Your PRF numbers are still sus, even though you checked two sources.
    @15:25
    Your spreadsheet shows the dividend at $0.38 (rounded from $0.3763). That is NOT accounting for the 5:1 split. The adjusted dividend on 9/19/2014 is actually $0.0753.
    I think that the dividend data is not adjusted for the 5:1 split while the share price data you got was. I ran PRF through portfolio visualizer and dont get even close to those income levels, dividends reinvested or not.
    Your calculations have almost the entire history of PRF dividends at 5 times the rate that they actually were paid at.
    The sudden drop that you speak of on the dividend yield is literally when the 5:1 split happened...in 2023. All the dividends on your table leading up to the one paid in June 2023 forward, all need to be divided by 5.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +2

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @mjs28s
      @mjs28s 10 หลายเดือนก่อน

      @@AverageJoeInvestor
      NP..
      I have fallen prey to data on the net many a time.
      It is strange that we often have to use six different sources to get the information in bits with clarity that we then have to piece together.
      You still the bomb though 😜

  • @villagecarpenter2266
    @villagecarpenter2266 8 หลายเดือนก่อน +1

    SCHD with a 0.06 exp ratio! All the way!

  • @lamwlw
    @lamwlw 6 หลายเดือนก่อน

    but most of these Etf dividend yield were less than 2%?

  • @SmilingAlpineSkiing-vg3lk
    @SmilingAlpineSkiing-vg3lk หลายเดือนก่อน +1

    Excellent

  • @april301975
    @april301975 7 หลายเดือนก่อน

    For the 10-yr and lump sum scenario, the expense ratio is quite high compared to 5th-place VIG. Additionally, the highest sector for top ETF RDVY is at 40% financial compared to 22% techs of VIG. To me, VIG is more “balanced” and not too top-heavy in on sector.
    Personally I think we need to look at more than just a bottom line.
    By the way, just because VIG is 5th, the difference is not that much for a 10-year period.
    Oh… I sure like to see RDVY would survive 2008.

  • @nateisright
    @nateisright 10 หลายเดือนก่อน

    Are those portfolio balances net management fees?

  • @25Soupy
    @25Soupy 10 หลายเดือนก่อน

    It would be great if you put the S&P 500 (SPY or VOO) in the mix as a benchmark to all your comparison videos.

  • @thomasarmstrong4562
    @thomasarmstrong4562 6 หลายเดือนก่อน

    Can you do a video comparing PRF to SCHD, and the other top Div ETF holdings?

  • @toddedunn
    @toddedunn 10 หลายเดือนก่อน +3

    I haven’t watched the entire video yet. Maybe I’ll be surprised, but something seems wrong with the data on PRF.

    • @toddedunn
      @toddedunn 10 หลายเดือนก่อน

      I did finish the video. I appreciate your update Joe to take into account the split and impacts on PRF. That will help provide more accurate data.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @toddedunn
      @toddedunn 10 หลายเดือนก่อน

      How are you calculating the dividend yield? It may still need to be updated for PRF. Thanks.

  • @acunamg4793
    @acunamg4793 10 หลายเดือนก่อน

    Hi, what about JEPI and others non-qualified div ETFs?
    I think it is a good option for a Roth IRA

    • @mathewwillner1
      @mathewwillner1 8 หลายเดือนก่อน

      Look into the taxes for those...

  • @captnawty7966
    @captnawty7966 7 หลายเดือนก่อน

    WOW, you nailed this video. As a new investor, I need strong ETF's. Giving us new investors some needed help to get our feet wet with sinking. The 5-year column from 0 Dollars was very interesting. Then, OMG the 10-year column earned YOU "A SUBSCRIBE" from me.

  • @tomsettles6873
    @tomsettles6873 10 หลายเดือนก่อน +1

    DGRO for the win going forward.

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน +1

      AWESOME!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

    • @ThomasCandy-dv1hu
      @ThomasCandy-dv1hu 6 หลายเดือนก่อน

      Hows it doing for you?

    • @tomsettles6873
      @tomsettles6873 6 หลายเดือนก่อน

      @@ThomasCandy-dv1hu good so far. I'm pairing it with QQQ and have remaining 30% in treasuries and money market.

  • @bossballheaddawg2588
    @bossballheaddawg2588 10 หลายเดือนก่อน +2

    I like the videos and the content!! Thanks

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      Glad you like them! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @cynthiadeg9206
    @cynthiadeg9206 8 หลายเดือนก่อน

    I don’t understand how SPYD has 4.5 yield way higher than PRF, yet the latter is the winner. Please explain. I’m not dissing you, in fact I just subbed . But for a newbie it’s confusing

  • @tracystrombotne2855
    @tracystrombotne2855 10 หลายเดือนก่อน

    Excellent video!

  • @bills1779
    @bills1779 10 หลายเดือนก่อน

    Why didn't you add SCHG into the mix? Or did i miss that ?

    • @rayb6852
      @rayb6852 10 หลายเดือนก่อน

      It's not a dividend etf

    • @bills1779
      @bills1779 10 หลายเดือนก่อน

      It is ... granted it doesn't pay that much, but still pays. Google it ...

  • @tyreecustard8169
    @tyreecustard8169 9 หลายเดือนก่อน

    People are saying he made a mistake on ETF PRF can someone explain how please? I’m a new investor cause I was about to put Al my money on PRF 😂

  • @steved9745
    @steved9745 10 หลายเดือนก่อน +4

    Using Tiingo data prf has underperformed vig since 2007, prf has underperformed syld, schd, vig since 5/2013

    • @AverageJoeInvestor
      @AverageJoeInvestor  10 หลายเดือนก่อน

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

  • @killersentra
    @killersentra 10 หลายเดือนก่อน +1

    Scared to know how PRF will be taxed.

    • @rayb6852
      @rayb6852 10 หลายเดือนก่อน

      IRS with a big smile when someone puts that in a brokerage account

  • @jamesloehr641
    @jamesloehr641 10 หลายเดือนก่อน +1

    What about vgt ?

    • @samsamys5190
      @samsamys5190 10 หลายเดือนก่อน

      It's not a divident etf

  • @Asstronauts93
    @Asstronauts93 10 หลายเดือนก่อน +1

    I wish SCHD would fix its holdings so theres less weight on the top 10

    • @dogelife7901
      @dogelife7901 10 หลายเดือนก่อน +2

      Never will happen. Those are the ones keeping it all afloat. In fact if you just invested in those you'd probably come out ahead 95/100 times.

  • @Inversiones_Basicos
    @Inversiones_Basicos 10 หลายเดือนก่อน +1

    Make a vídeo “ Best Monthly Dividend CEF”

  • @zski1
    @zski1 4 หลายเดือนก่อน

    You just have to pay close attention to the expense ratios and strike an even balance because it can eat away those gains.

  • @harsharao3555
    @harsharao3555 10 หลายเดือนก่อน +1

    SPYD hasnt done well for me. I have had it forpadt 6 years.

    • @Ivan-tx3ji
      @Ivan-tx3ji 10 หลายเดือนก่อน

      Thanks for that insight. I was thinking about it

  • @dividenddepot
    @dividenddepot 8 หลายเดือนก่อน

    I found this video to be quite informative.

  • @mathewwillner1
    @mathewwillner1 8 หลายเดือนก่อน

    I think I might put some FDL into my portfolio. I really like that qualified dividend income yield

  • @mehtar66
    @mehtar66 8 หลายเดือนก่อน

    I have SCHD and realty income O for the passive income

    • @fastdeliveryl708
      @fastdeliveryl708 8 หลายเดือนก่อน

      what platform is the best to buy SCHD? seems less risk for new ppl

    • @ThomasCandy-dv1hu
      @ThomasCandy-dv1hu 6 หลายเดือนก่อน

      @@fastdeliveryl708 My Roth "Retirement profile" is on Stash ? Thats where I buy mine

  • @fedon109
    @fedon109 4 หลายเดือนก่อน

    super infos. thanks